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Enterprise Products Partners

949 hedge funds and large institutions have $19.1B invested in Enterprise Products Partners in 2018 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 337 increasing their positions, 333 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $181M | Put options by funds: $125M

1% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 333

0.38% less ownership

Funds ownership: 36.46%36.08% (-0.38%)

2% less funds holding

Funds holding: 970949 (-21)

9% less capital invested

Capital invested by funds: $20.9B → $19.1B (-$1.78B)

10% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 78

15% less funds holding in top 10

Funds holding in top 10: 8572 (-13)

Holders
949
Holders Change
-21
Holders Change %
-2.16%
% of All Funds
21.75%
Holding in Top 10
72
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.29%
% of All Funds
1.65%
New
70
Increased
337
Reduced
333
Closed
78
Calls
$181M
Puts
$125M
Net Calls
+$56.5M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
826
GS Investments
Minnesota
$196K
TRCT
827
Tower Research Capital (TRC)
New York
$193K +$210K +7,892 New
VIA
828
Vantage Investment Advisors
Pennsylvania
$190K +$12.4K +466 +6%
MSA
829
Marino Stram & Associates
Massachusetts
$188K -$122K -4,567 -35%
MIM
830
Miller Investment Management
Pennsylvania
$184K
MCWS
831
McKinley Carter Wealth Services
West Virginia
$182K +$198K +7,444 New
LNB
832
Ledyard National Bank
$179K -$21.3K -800 -10%
CAC
833
Certified Advisory Corp
Florida
$179K +$117K +4,403 +150%
HCM
834
Highlander Capital Management
New Jersey
$174K
ST
835
Smithfield Trust
Pennsylvania
$167K
JCM
836
Jacobi Capital Management
Pennsylvania
$164K +$9.21K +346 +5%
TFA
837
Toth Financial Advisory
Virginia
$160K +$8.23K +309 +5%
MFT
838
Moisand Fitzgerald Tamayo
Florida
$159K
CFA
839
Camarda Financial Advisors
Florida
$148K +$5.57K +209 +4%
MCM
840
Manchester Capital Management
Vermont
$147K
FWM
841
Focused Wealth Management
New York
$144K -$114K -4,271 -42%
MYIA
842
Mount Yale Investment Advisors
Colorado
$144K +$157K +5,885 New
1IA
843
1834 Investment Advisors
Wisconsin
$142K -$7.99K -300 -5%
SFM
844
Signet Financial Management
New Jersey
$138K +$150K +5,649 New
OIA
845
OneDigital Investment Advisors
Kansas
$137K +$28.1K +1,055 +23%
MFBTD
846
MB Financial Bank - Trust Department
Illinois
$136K
KTC
847
Kistler-Tiffany Companies
Pennsylvania
$136K +$33.4K +1,256 +29%
ACS
848
Archford Capital Strategies
Illinois
$133K +$134K +5,023 New
WDL
849
Well Done LLC
Michigan
$131K +$142K +5,349 New
WTB
850
Washington Trust Bank
Washington
$130K +$125K +4,695 +783%

EPD Hedge Fund Activity: Q1 2018 in Review

949 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2018, worth a combined $19.1B — down 8.5% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of EPD and 70 opened new positions — a net loss of 8 holders — while 333 trimmed existing stakes and 337 added.

The largest buyer was Bank of America, adding an estimated $216M. The largest seller was Blackstone Inc, exiting entirely with an estimated $1.1B sold.

  • 949 institutional investors held Enterprise Products Partners (EPD) as of Q1 2018, down from 970 in Q4 2017.
  • Funds reported $19.1B of Enterprise Products Partners stock for Q1 2018, down 8.5% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2018 and 78 closed out, a net change of -8 holders.
  • The largest Enterprise Products Partners buyer in Q1 2018 was Bank of America, an estimated $216M added.
  • The largest Enterprise Products Partners seller in Q1 2018 was Blackstone Inc, an estimated $1.1B sold.

Based on aggregated 13F filings for Q1 2018.